Investment Advisor

Job description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. We are looking for an Investment Advisor to join the growing team in our Dublin office, responsible for developing investment proposals and providing after-sales support, for both Discretionary and Advisory clients. The primary role of the Investment Advisor is to act as the main point of contact for clients, relationship managers and branch management for all investment-related topics. You will act as IWMS’ ambassador inside and outside the Bank, as a primary contact for Relationship Managers (RMs) and as Subject Matters Expert (SME) for matters related to Discretionary solutions ad selected advisory mandates. You will support RMs in prospecting new clients, managing existing client portfolios and ensuring retention, by providing holistic investment and portfolio advice across all asset classes. Furthermore, you will also be participating in prospect and client meetings, guiding RMs through the bank’s investment strategy and product offering as well a...